CPE Catalog & Events

Learn the history of medical plans and how the American health insurance system developed into it's current state. This section will help HR and Finance professionals actually understand the mechanisms behind traditional fully insured plans and their self funded plan counterparts. It will also introduce some key concepts around Stop Loss, Third Party Administration, and Medical Plan Underwriting

Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.

This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.

Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.

Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the current economic environment, various fixed-income strategies, and their taxation. Companion course: Tax Aspects of Stock Investing

Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments, and changes in judgments are also required. New systems, processes, and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.

This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.

This webinar gives CPAs a practical look at designing, implementing, and maintaining effective internal controls. While many organizations are able to build a solid control framework, too often, the execution falls short'especially when it comes to testing, monitoring, and keeping controls up to date. That weakens the entire structure. We'll walk through proven strategies to ensure controls aren't just created, but successfully embedded into day-to-day operations. You'll receive a set of customizable checklists to help maintain and improve your organization's policies and procedures. Most importantly, you'll develop a deeper understanding of why internal controls must evolve alongside changes in business tools and processes'and how to keep yours responsive, relevant, and effective.

Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you'll master how to: •    Build PivotTables from scratch •    Group data inside PivotTables, including options for fiscal periods •    Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: •    Building PivotTables that consolidate data from multiple ranges •    Connecting PivotTables dynamically to external databases and financial accounting systems •    Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations – and then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.

Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables.

This 2-hour course gives tax professionals the tools to understand, interpret, and respond appropriately to IRS correspondence. Whether the letter involves audits, collection notices, missing information, or discrepancies, participants will walk away with practical tips for communication, compliance, and resolution. Using real-world examples, the session covers common notices like CP2000, CP14, CP75, CP504, and audit letters, as well as IRS timelines and what they expect in a reply. We’ll also talk about avoiding missed deadlines, maintaining documentation, and using AI tools where appropriate to manage responses efficiently and accurately. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com  

The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service